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378 Chapter 11 Working with Master Pages See Also For more information about creating a master page, see the sidebar “Creating a Master Page” earlier in this chapter. Like site definition files, master pages that are created when you install SharePoint are stored in the root directory on the Web server. In SharePoint Designer, you can edit master pages only in advance edit mode. When you save changes, you do not alter the file on the Web server. SharePoint takes a copy of the file, including your amendments, and saves it in the Microsoft SQL Server content database—that is, the page becomes a customized page. If a developer subsequently changes the master page on the Web server, your site will not reflect those changes. See Also For more information about site definitions and the root directory, see Chapter 1. In this exercise, you create and save a copy of the v4.master page. SET UP Using SharePoint Designer, open the team site you used in the previous exercise if it is not already open. The settings page for the site should be displayed. Check Out Rename Edit File 1. In the Navigation pane, click Master Page to display the gallery page in the workspace. 2. Click the icon to the left of v4.master. On the Master Pages tab, click Copy in the Clipboard group, and then click Paste. On the gallery page and in the mini-gallery below the Navigation pane, the file v4_copy(1).master appears Note You could complete this task by using the All Files mini-gallery and navigating to the master page (Master Page Gallery) library in the _catalogs folder. You could then save your master page anywhere in your site. However, the best practice is to save the master page in the site’s Master Page Gallery library. 3. Click the icon to the left of v4_copy(1).master, and then on the Master Pages tab, click Check Out in the Manage group. 4. Click Rename in the Edit group. Type v4-test.master, and press Enter. Important Be sure to name the file with the .master extension. A dialog box briefly appears stating that your file is being renamed. 5. On the Master Pages tab, click Edit File in the Edit group. The v4-test.master page opens in Split view. Troubleshooting If your page does not open in Split view, click the Split button in the workspace status bar.
Customizing a Master Page 379 Save 6. On the Quick Access Toolbar, click Save. In the Site Definition Page Warning message box that opens, click Yes. 7. In mini-gallery below the Navigation pane, right-click v4-test.master, and then click Check In. 8. Click OK to close the Check In dialog box that opens. The green check mark to the left of v4-test.master is replaced with a blue information circle, indicating that the page is customized and now saved in the SQL Server content database. CLEAN UP Leave SharePoint Designer open if you are continuing to the next exercise. Customizing a Master Page Eventually you might find that you want to alter all the pages in your site to display a certain piece of information or image. You could navigate through the site and modify all the pages and add this information to any new pages. But just imagine the daunting task of updating a typical corporate intranet site that has hundreds of pages. The most efficient way to repeat items consistently across the site is to create or modify the master page. Important When you customize the current default master page (v4.master or any page that is set as the default master), changes are immediately visible on any associated content page. In light of this, the best practice is to customize a copy of the default master page. Never customize a master page associated with a production site. In this exercise, you add a Data View Web Part (DVWP) at the bottom of the master page. The DVWP will display links to pages stored in the Site Pages library that are classified as footer pages. You then add an existing CSS class to the DVWP so that the extra code you add to the master page will not be displayed in any pop-up dialog boxes. SET UP Using SharePoint Designer, open the team site you used in the previous exercise if it is not already open. Check out and open v4-test.master so that it appears in the workspace in Split view in advanced edit mode. 1. In the Code view portion of the workspace, scroll down. To the left of the last closing tag, press Enter to add a new line. Tip The last closing tag will appear on or about line 625 or 654, depending on whether you are using SharePoint Foundation or SharePoint Server. The line number might be different if your organization modified the master page or you used a different or modified site template to create your site.
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Microsoft® SharePoint® Designer 2
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Published with the authorization of
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Contents Part 1 Acknowledgments . .
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Contents ix Attaching a Master Page
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Contents xi Part 4 Advanced Customi
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Contents xiii B Creating a New Appr
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Is This the Right SharePoint Book f
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xx Introduction Your Companion eBoo
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xxii Using the Practice Files Chapt
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xxiv Using the Practice Files Clien
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xxvi Using the Practice Files SET U
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xxviii Using the Practice Files Not
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Features and Conventions of This Bo
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Part 1 Getting Started with Microso
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1 Exploring SharePoint Designer 201
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Understanding SharePoint Designer 2
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Using SharePoint Designer to Carry
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Understanding What’s New in Share
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Creating Sites with SharePoint Desi
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Creating Sites with SharePoint Desi
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Exploring the SharePoint Designer S
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Using SharePoint Designer to Explor
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Using Task Panes 27 Compatibility H
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Using Task Panes 29 7. Click Find A
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Using Task Panes 31 Close 18. In th
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Key Points 33 3. Under Site Collect
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Chapter at a Glance Create a site h
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38 Chapter 2 Working with SharePoin
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Part 2 Working with Information 3 W
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3 Working with Lists and Libraries
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Creating Lists and Libraries 71 Aft
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Creating Lists and Libraries 73 Sav
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Creating an Issue Tracking List 75
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Working with List Columns 77 6. On
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Working with List Columns 79 4. Cli
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Using Column Validation 81 5. Click
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Creating an XSLT List View Web Part
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Creating an XSLT List View Web Part
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Customizing an XSLT List View Web P
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Adding Custom Actions 89 3. On the
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Adding Custom Actions 91 3. Navigat
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Creating Server Ribbon Custom Actio
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Creating Site Columns 95 In this ex
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Using Site Columns 97 Edit Columns
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Creating Content Types 99 Content t
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Adding a Document Template to a Con
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Associating Content Types with List
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Deleting SharePoint Objects 105 CLE
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Key Points 107 Key Points ●●
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4 Creating and Modifying Web Pages
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Inserting Text, ScreenTips, Hyperli
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Inserting Text, ScreenTips, Hyperli
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Working with Web Parts 115 A common
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Working with Web Parts 117 5. Click
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Changing the Home Page for a Web Si
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Modifying a List View Page 121 6. U
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Creating List View Pages 123 The wo
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Creating and Modifying a List Form
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Creating an ASP.NET Page 131 If you
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Inserting a Web Part Zone 133 SET U
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Attaching a Master Page 135 In this
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Managing Web Pages 137 Managing Web
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Managing Web Pages 139 Check Out Ch
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Key Points 141 ●● ●● ●●
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5 Working with Data Views In this c
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Creating a Data View 145 In this ex
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Creating a Data View 147 8. Under L
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Customizing Data Views 149 Customiz
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Customizing Data Views 151 Note The
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Inline Editing 153 SET UP Using Sha
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Applying Conditional Formatting 155
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Showing and Hiding Content 157 9. U
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Showing and Hiding Content 159 Tip
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Using XSLT 161 See Also For an exce
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Using Formula Columns 163 Save 10.
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Working with XPath Expressions 165
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Working with XPath Expressions 167
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Deploying Web Parts 169 When you ed
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Key Points 171 Key Points ●●
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6 Working with Data Sources In this
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Using Data Sources 175 SharePoint D
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Using Data Sources 177 Caution When
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Using Data Sources 179 The XML file
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Working with XML Data 181 3. Naviga
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Connecting to an RSS Feed XML File
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Connecting to an RSS Feed Server-Si
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Connecting to an RSS Feed Server-Si
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Connecting to SOAP Services 189 2.
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Connecting to REST Services 191 See
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Connecting to a Database 193 use th
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Connecting to a Database 195 Warnin
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Using Linked Sources 197 CLEAN UP L
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Using Linked Sources 199 5. Click J
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Using Linked Sources 201 12. Under
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Connecting Web Parts 203 3. Click N
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Key Points 205 Two-way arrow 11. Di
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7 Using Business Connectivity Servi
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What Is Business Connectivity Servi
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Creating Database External Data Sou
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Creating External Content Types 217
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Creating Office Application Externa
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Creating and Managing External List
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Creating and Managing External List
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Working with Office Application Ext
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Exporting and Using the BDC Model 2
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Creating a Profile Page 233 The Cre
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Creating a Profile Page 235 SET UP
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Using Associations 237 CLEAN UP Clo
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Using Associations 239 80. In the N
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Using Associations 241 88. Click Ne
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Managing External Content Types 243
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Key Points 245 ●● ●● ●●
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Chapter at a Glance Create a workfl
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250 Chapter 8 Understanding Workflo
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Chapter at a Glance Page Layout Ima
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14 Using Controls in Web Pages In t
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Working with the Ribbon and Tag Pro
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Working with the Ribbon and Tag Pro
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Using a Standard ASP.NET Server Con
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Validating User Data Entry 467 2. O
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Using ASP.NET Validation Controls 4
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Using ASP.NET Validation Controls 4
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Using SharePoint Data View Controls
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Testing an ASP.NET Form 475 Save 10
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Using SharePoint Server Controls 47
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Key Points 479 8. Click OK to close
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482 Appendix A SharePoint Designer
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492 Appendix B Creating a New Appro
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C Administrative Tasks Using ShareP
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Installing SharePoint Foundation 20
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Enabling All Site Templates on a Sh
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Restricting the Use of SharePoint D
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Configuring the External Content Ty
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Enabling or Disabling User-Defined
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516 Glossary customized Web page A
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518 Glossary master page A special
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520 Glossary XML Web services Compu
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522 actions, task behavior actions,
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524 calculated columns C calculated
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526 connections connections (contin
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528 customized pages customized pag
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530 dialog boxes dialog boxes (cont
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532 Enterprise Wiki Page content ty
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534 galleries G galleries All Files
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536 legislation legislation (contin
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538 master pages master pages (cont
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540 pages pages (continued) Content
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542 Publishing Approval template Pu
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544 Server Error dialog box Server
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546 sites sites (continued) root cr
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548 task panes task panes (continue
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550 v4.master V v4.master 334, 370-
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552 Web Parts Web Parts (continued)
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554 XLV Web Parts X XLV Web Parts 8
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